Currently if a Work Order is generated directly from a Work Order Quote, you can not associate that Work Order with an SM Agreement. Therefore, the resulting sale from that Work Order will not show up in SM Agreement Reports as additional revenue.
Bill Craft
| Company | James CRAFT & Son |
| Job Title / Role | Sr. Vice President of Service |
| I need it... | Yesterday...Come on already |
Dear Viewpoint Suggestion Box contributor;
We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs.
Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.
It would also be helpful for this association to be created for jobs. We often have customers who request that quotes raised by our service team be rolled into an ongoing project.